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Ronald Lawrence Myers

Assuredpartners Investment Advisors

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About Ronald Lawrence Myers

Ronald Lawrence Myers is a financial advisor with AssuredPartners Investment Advisors, LLC. Ronald is a Certified Financial Planner and a Personal Financial Specialist, and has over 20 years of experience in the financial services industry. Ronald has a strong background in investment planning, retirement planning, and estate planning. Ronald is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Ronald Myers is currently registered with Assuredpartners Investment Advisors. AssuredPartners Investment Advisors is an investment advisor headquartered in Tampa, FL, with approximately $179,036,704 in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, referrals to unaffiliated investment advisors, college planning, and portfolio management for individuals and businesses. They have 16 investment advisor representatives and 6 registered representatives.
Assuredpartners Investment Advisors

4600 W. CYPRESS STREET

TAMPA, FL 33607

$179.04M

Assets Under Management

139

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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referrals to unaffiliated investment advisers, college planning

Referrals to unaffiliated investment advisers, college planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation related to referrals

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Ronald Myers’s Registration & Firm History

FL

11/20/2022 - Present

Assuredpartners Investment Advisors (Plantation FL)

FL

07/17/2020 - 07/06/2021

SECURITIES AMERICA, INC. (PLANTATION FL)

FL

08/05/2008 - 07/17/2020

INVESTACORP, INC. (PLANTATION FL)

FL

06/07/2004 - 08/06/2008

RAYMOND JAMES FINANCIAL SERVICES, INC. (COOPER CITY FL)

FL

08/29/2002 - 06/08/2004

INVESTACORP, INC. (MIAMI FL)

IN

10/27/2000 - 09/04/2002

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

10/27/2000 - 09/04/2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 02/08/2001

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/04/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/2022

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 12/06/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/21/1996

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ronald Lawrence Myers. Review regulatory record here.
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